Eastman’s growth opportunities are exceptional while low expectations and a discounted valuation create upside asymmetry.
Eastman Chemical is entering a bull market
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Top commodities for the energy transition
The energy transition is a secular growth driver, creating exceptional risk/reward opportunities for the commodity beneficiaries.
S&P 500: Where we go after Jackson Hole
The downtrend looks likely to continue with extraordinary opportunities being created under the surface.
Macerich: It’s all about location
Macerich offers upside asymmetry with high quality real estate at a discounted price.
JELD-WEN is pricing in the recession
JELD-WEN is trading near historic lows at a deep discount creating upside opportunity.
Is Toll Brothers nearing a bottom?
Toll Brothers is unbounded to the upside while the downside is well anchored.
What Buffett sees in Occidental
Occidental has world-class assets and an increasingly attractive opportunity set.
Is RH the top consumer opportunity?
RH offers one of the largest growth opportunities in the consumer discretionary sector.
Fortinet is in the penalty box
The rejection of Fortinet at such a critical juncture creates a decidedly bearish technical picture.
Is C3 AI the greatest software opportunity of our time?
C3 AI is a top pure play on one of the largest secular growth opportunities of our time, artificial intelligence.